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Outlook Wealth Advisors’s Royal Caribbean RCL Stock Holding History

Outlook Wealth Advisors’s Portfolio RCL Stock Details RCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,753
Closed -$501K – 178
2019
Q4 		$501K Buy
3,753
+971
+35% +$113K 0.28% 60
2019
Q3 		$301K Buy
2,782
+104
+4% +$11.5K 0.18% 131
2019
Q2 		$325K Buy
2,678
+125
+5% +$15.2K 0.21% 120
2019
Q1 		$293K Buy
2,553
+2,032
+390% +$231K 0.24% 114
2018
Q4 		$509K Buy
+521
New +$57.1K 0.23% 109

Other funds holding RCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Outlook Wealth Advisors's RCL Position: Q1 2020 in Review

Outlook Wealth Advisors sold out of Royal Caribbean (RCL) in Q1 2020, closing a stake of 3,753 shares — an estimated $501K sold.

Outlook Wealth Advisors first reported a position in RCL in Q4 2018 and held it in 5 quarters. The position peaked at $509K in Q4 2018. 516 funds tracked by Wall St. Rank hold RCL as of Q1 2020.

  • Outlook Wealth Advisors reported no remaining Royal Caribbean position as of Q1 2020 after selling out during the quarter.
  • Outlook Wealth Advisors sold 3,753 Royal Caribbean shares in Q1 2020, an estimated $501K.
  • Outlook Wealth Advisors first reported a position in Royal Caribbean in Q4 2018 and held it in 5 quarters.
  • Outlook Wealth Advisors's Royal Caribbean position peaked at $509K in Q4 2018.
  • 516 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2020.

Based on Outlook Wealth Advisors's 13F filing for Q1 2020, filed 16 Apr 2020.